When exactly is an Opportunity Product created (in regular Sales Cloud)? Is it when you select/click on the Product in the add Product window or is it when you click Save?
Reason why I'm asking is because we created a custom Discount field that works with a Flow which shows the Discount Amount if the Sales Price (API Name Unit Price) is different from the List Price. HOWEVER, the field only updates after you click Save (saving it to the Opportunity), then Edit, and then Save again. I was thinking when I did a Fast Field Update (before Save), the Discount field would quickly calculate when you enter a Sales Price. But it does not. The User needs to go in, edit the Sales Price, then the Flow is triggered, clicks Save, and Discount is calculated.
So, does that mean the Opportunity Product is only created after selecting the Product and clicking Save? Is this because the Opportunity Product is a junction object? I understand there's CPQ and now Revenue Cloud, but need to get the simple things first and trying to reduce clicks. Let me know what you know or what you're done in the past. Thanks!
Hi @Don Spire
An Opportunity Product is created only when you click Save. Selecting a product or entering the Sales Price does not create the record. Since it’s a junction object, before-save logic can’t run until the record exists, which is why the calculation happens only after saving
